The My Preferences screen in Sage Intacct Real Estate allows a company to define and manage the option values used throughout property, unit, lease, and interest-rate workflows.
These are company-level settings, not individual user preferences. Users with the appropriate permissions can select existing options, add new options, or edit existing labels.
Accessing My Preferences
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Log in to Sage Intacct Real Estate.
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From the main menu, navigate to Company > My Preferences.
Property Preferences
Property preferences include:
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Property Type
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Address Type
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Deposit Type
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Square Footage Type
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Insurance Type
These options are available when creating or configuring properties under Setup > Properties.
Unit Preferences
Unit preferences include:
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Unit Class
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Utilities
These options are available when creating or configuring units under Setup > Units.
A company can have no more than 20 active Unit Utility options.
Lease Preferences
Lease preferences include:
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Clause Categories
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Reasons For Termination
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Level of Care, for companies configured for senior care
These options are used when creating or managing leases.
Interest Rate Preferences
Interest Rate preferences include:
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Interest Types
These options are used in interest-rate-related workflows.
Adding New Options
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Open the dropdown for the preference you want to update.
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Select Add New Option.
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Enter the option name.
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Select Add.
The new option becomes available for selection after it is added.
Editing Existing Options
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Open the relevant preference dropdown.
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Locate the option you want to change.
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Select Edit.
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Update the option name.
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Save the change.
Some options may be protected because they are required by the system and cannot be deactivated.
Saving and Applying Changes
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After adding or editing options, select Save on the My Preferences page.
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Saved changes are applied to the relevant company workflows.
Users must have edit permission to add or modify preference options. Users without edit permission can view the available settings but cannot save changes.